Creating a Timeline

There are two ways to create a timeline:

  • In the calendar: This process allows you to quickly and clearly create directly in the calendar.

  • In the detailed view: With this procedure you can directly set more details about the timeline.

  1. Starting from the sidebar navigation, click > Planner > Calendar.

  2. Right-click on the line of the element for which you want to create a timeline.

  3. Click New Timeline in the context menu.

    4. The context menu expands.

  4. Click the desired category.

    5. The context menu is hidden. When you move the cursor in the calendar, the respective position is displayed as a date in a tooltip.

  5. Place the cursor in the line of the element on the desired start date of the timeline.

  6. Left click to define the start date for the timeline and hold the mouse button down.

  7. With the mouse button held down, drag the timeline to the desired end date and release the mouse button.

You have created a new timeline. If you would like to add information, double click the timeline. The Bar Menu dialog box will then open.

Note

If you click and immediately release the mouse in step 6, a timeline with a duration of one day is created. You can then increase the duration by editing the timeline in the detailed view.

  1. Starting from the sidebar navigation, click > Planner > Calendar.

  2. Double click on the line of the element for which you want to create a timeline.

    3. The detailed view of the element is displayed.

  3. Go to the Timelines tab.

  4. Click Add.

    5. The Add Timeline dialog box opens.

  5. Optional: Enter the name of the timeline in the topmost input field.

  6. Enter the start and end date of the timeline.

  7. Choose a category.

  8. If available in your system: Add information to the timeline. See the chapter Additional Information.

  9. Click on Save.

You have created a timeline in the detailed view.